The “My Team” section in Teamflect helps users manage reporting lines and workplace relationships directly within Teamflect. By adding managers, direct reports, mentors, or other relationship types, users can build a more accurate organizational structure and improve collaboration across modules such as Goals, Reviews, Feedback, and Meetings.
Depending on the relationship type selected, adding someone may also grant visibility into certain performance-related data and trigger an approval workflow to maintain transparency and privacy.
Note: If your organization has uploaded its org chart to Microsoft Teams (recommended method), Teamflect automatically fetches this data and reflects it in the "My Team" section. This allows you to see a list of your manager and direct reports without manual input, providing a clear overview of your reporting structure.
If your org hierarchy is not up-to-date, and you need to take manual action, then follow these steps:
Step 1: Click "Add Relationship"
Find Add relationship button within the My Team section on your Home page.
Step 2: Select a User
Search by name or browse the available list of colleagues.
Step 3: Choose a Relationship Type
Specify the nature of your connection:
Manager / Direct Report
Mentor / Mentee
Indirect Manager / Report
(Options vary based on your organization’s configuration & structure.)
Step 4: Add a Note (Optional)
Include a brief note to give additional context—ideal for defining informal mentorships or dotted-line relationships.
Step 5: Send Request
Click ''Send Request'' for the other party to approve it.
Approval Required
To maintain data privacy, especially regarding sensitive content (like feedback or reviews), any request to add someone as your manager or direct report must be approved by the other party.
If pending, you’ll see a warning icon next to the person’s name.
The other person will receive an approval request with the option to accept or decline.
The other party will see a button and will be able to approve or reject your request from their own ''My Team'' tab.
Please note that you cannot always add relationships as a non-admin user. Teamflect admins can disable your access to add your own relationships and may prefer to manage this centrally. If you are an admin, please see here to learn more.
Use Cases
1. Maintaining Accurate Reporting Structures
Users can add managers and direct reports to ensure reporting relationships are correctly reflected within Teamflect. This helps keep organizational visibility accurate across modules such as Goals, Reviews, Tasks, and Meetings.
2. Supporting Cross-Functional Collaboration
Relationships such as mentors, project leads, or dotted-line managers can be added to reflect real working relationships beyond the formal org chart. This enables better collaboration, coaching, and visibility across teams.
3. Enabling Appropriate Visibility and Access
Certain relationship types can provide managers or designated collaborators with access to relevant employee data such as goals, reviews, or feedback, depending on admin settings and approval flows. This helps organizations sup